Triad Investment Management / AXP
Triad Investment Management’s American Express Co Position
Does Triad Investment Management own American Express Co (AXP)? Yes — 4.3K shares worth $1M (+1.53% of its 13F portfolio) as of Q1 2026, down from 8.1K shares the prior filed quarter.
Position Value
$1M
Q1 2026
Shares
4.3K
% of Portfolio
+1.53%
Quarters Held
18
currently held
Position History AXP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 4.3K | $1M | +1.53% |
| Q4 2025 | 8.1K | $3M | +3.05% |
| Q1 2024 | 8.1K | $2M | +2.25% |
| Q4 2023 | 8.1K | $2M | +2.00% |
| Q3 2023 | 8.1K | $1M | +1.77% |
| Q2 2023 | 8.1K | $1M | +1.97% |
| Q4 2022 | 8.1K | $1M | +1.88% |
| Q3 2022 | 8.1K | $1M | +1.91% |
| Q2 2022 | 8.1K | $1M | +1.67% |
| Q1 2022 | 8.1K | $2M | +1.44% |
| Q4 2020 | 8.1K | $981,000 | +1.09% |
| Q3 2020 | 8.1K | $812,000 | +1.15% |
| Q2 2020 | 8.1K | $771,000 | +1.04% |
| Q1 2020 | 8.8K | $750,000 | +1.30% |
| Q4 2019 | 8.8K | $1M | +1.06% |
| Q3 2019 | 9.4K | $1M | +1.13% |
| Q2 2019 | 8.8K | $1M | +1.12% |
| Q1 2019 | 9.4K | $1M | +1.05% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triad Investment Management’s full portfolio or all institutional holders of AXP.